2023 Form 5500 filing — Levelup Hcs, LLC 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003055721NAL0016330064001) for Levelup Hcs, LLC 401(K) Profit Sharing Plan, reported by Levelup Hcs, LLC under EIN 46-4517495 and plan number 002. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,463,082
Participants392
Provider compensation$9.1K1 Schedule C row(s)$9,118
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003055721NAL0016330064001
Plan sponsor
Levelup Hcs, LLC
EIN
46-4517495
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$733.3K
Benefits paid / distributions$724.2K
Contributions
Employer$341.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$5,463,082
Total liabilities (EOY)
$0
Net assets (EOY)
$5,463,082
Employer contributions
$341,512
Participant contributions
$1,128,710
Total income / additions
$2,214,289
Benefits paid
$724,226
Administrative expenses
$9,118
Total expenses
$733,344
Net increase / (decrease)
$1,480,945
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $9.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003055721NAL0016330064001 cover?
It is the 2023 Form 5500 filing for Levelup Hcs, LLC 401(K) Profit Sharing Plan, reported by Levelup Hcs, LLC (EIN 46-4517495).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages